Client Associate

UBS • Louisville, KY

268d

About The Position

Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Service Associate to keep management systems up-to-date with client information, educate clients on account services and capabilities, help with the preparation of reports and other materials for client meetings, collect the right documentation for opening new accounts and service requests, plan team marketing events and maintain marketing materials, and provide the team with a detailed calendar of activities. You will be working with a Global Wealth Management Team in Louisville, Kentucky. We help high net worth and ultra-high net worth individuals and families meet their financial goals by providing products and services specifically designed for them.

Requirements

• Series 7 and 66 licenses preferred, not required
• Ideally 2 years of experience in client service, within the finance sector
• Excellent communicator, with solid interpersonal skills
• Detail oriented (nothing gets past you)
• Proficient in Microsoft Office Suite

Responsibilities

• Keep management systems up-to-date with client information
• Educate clients on account services and capabilities
• Help with the preparation of reports and other materials for client meetings
• Collect the right documentation for opening new accounts and service requests
• Plan team marketing events and maintain marketing materials
• Provide the team with a detailed calendar of activities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities